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PosDealer Onboarding Guide

As a PosDealer, you are responsible for deploying compliant fiscalization solutions by connecting PosCreators' POS systems with PosOperators' daily operations.

While fiskaltrust provides the fiscalization infrastructure and PosCreators deliver the technical integration, you are responsible for configuring, deploying, and supporting compliant systems for your PosOperators. In some cases, a PosCreator may also take on the commercial role of a PosDealer.

This guide provides a step-by-step checklist for the onboarding process, from initial account setup to successful operator rollout. Completing each step helps ensure a smooth, compliant, and scalable deployment for your customers.

PosDealer Onboarding Checklist​

1. Account and Roles​

Verify that your initial configuration in the Portal is set up as follows:

  • The fiskaltrust account is successfully created in the Portal once the Registration is complete.
  • Ensure the PosDealer is assigned. Assign the PosCreator only if you implemented your own POS system. For more information, see How to activate a role.

2. Invitation Process​

Connect your customer (PosOperator) to the system:

  • The account link is sent to the new operator through the Invitation process.
  • To check the status, navigate to PosOperator > Overview in the Portal. Once the link is marked as Active, the operator is successfully connected.
tip

For guidance on managing operators, see Surrogating.

3. Operator Roles and Master Data​

Verify that the operator account is configured as follows:

  • The operator has assigned the Operator role.
  • The tax number and address are correctly entered in the account. To validate them, navigate to Company Info > Master Data > Tax Number and confirm that the Data Check (blue checkmark) on the right is present.

4. Operator Architecture​

Set up the operator’s environment architecture:

  • Provide an introduction to the operator architecture.
  • Create operator locations in Company Info > Outlets > Add new outlet.
  • After creating a location, assign cash registers, add SCUs, and link products or entitlements.

5. Technical Implementation​

Align on rollout and technical requirements by:

6. Procurement and Subscription​

The procurement process is fully understood through Entitlements and Business Rollout.

7. Contracts​

The Contract Partner Agreement (VPA) has been received and signed.

8. Knowledge and Documentation​

Know where to locate knowledge articles in the portal and fiskaltrust documentation.